Panoramic Investment Advisors, LLC Vanguard Growth ETF Transaction History
Panoramic Investment Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 7,919 shares of VUG stock, worth $3.23 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
7,919
Previous 7,108
11.41%
Holding current value
$3.23 Million
Previous $2.73 Billion
19.11%
% of portfolio
2.12%
Previous 1.89%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,657Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.7 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.67 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.34 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.09 Billion6.58% of portfolio